Financial Independence, Direction & Guidance.
Aren't these all things you'd expect from a trusted advisor and friend?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies tailored to your goals.
Our goal is to always put your interests and needs first.
We enjoy building trusted relationships that span generations.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Do you know where the idea of “retirement” comes from?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How do the markets usually react to elections? Was the 2016 election any different?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.